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About the Role
Play a critical role in delivering financial planning and analysis engagements to middle-market clients, supporting CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency.
Responsibilities
- Development of 13-week cash flow forecasts and long-range financial models
- Budgeting and forecasting process design and optimization
- KPI and dashboard development for financial and operational metrics
- Scenario modeling and sensitivity analysis
- Margin and profitability analysis by product, customer, or business unit
- Working capital and liquidity analysis
- Department-level spend and revenue trend analysis
- Client interviews and stakeholder engagement to validate assumptions
- Data transformation and visualization using Excel and BI tools
- Support for M&A readiness and integration planning
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
- Proficiency in Python, SQL, R, and other data languages
- In-Depth understanding of probability & statistics
- Strong understanding of financial statements and forecasting principles
- Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling
- Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)
- Strong organizational skills and attention to detail
- Effective oral and written communication skills
- Ability to travel up to 40% as needed
- CPA, CFA, or MBA designation
- Experience with Power BI, Tableau, or similar visualization tools
- Familiarity with private equity operating models and reporting requirements
- Experience with cash flow modeling and liquidity planning
- Ability to troubleshoot and solve reconciliation and variance issues
- Comfortable working in hybrid and deadline-driven environments
- Demonstrate eligibility to work in the United States
- Will not provide work sponsorship for this position
Skills
- Python
- SQL
- R
- Excel
- Power BI
- Tableau
- NetSuite
- Sage Intacct
- Adaptive Insights
Location
- Remote
- Hybrid
Work Type
- Full-time
- Hybrid
Experience Level
- Senior Associate
- Minimum 3 years of relevant experience
Education Level
- Bachelor’s Degree
- CPA
- CFA
- MBA
Salary/Compensations
- $85,000 to $124,900
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
About the Company
- Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.
- Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.
Equal Opportunity
- Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.